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Universal Technical Institute
UTI

176 hedge funds and large institutions have $716M invested in Universal Technical Institute in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

6% more funds holding

Funds holding: 166 → 176 (+10)

1.43% more ownership

Funds ownership: 83.22% → 84.65% (+1.4%)

1% more capital invested

Capital invested by funds: $713M → $716M (+$3.73M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

32% less call options, than puts

Call options by funds: $3.06M | Put options by funds: $4.48M

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
50
Reduced
63
Closed
32
Calls
$3.06M
Puts
$4.48M
Net Calls
-$1.42M
Net Calls Change
-$1.56M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$16.1M
2
PWAM
Park West Asset Management
California
+$13.6M
3
HAI
Hennessy Advisors Inc
California
+$8.6M
4
KCM
Kennedy Capital Management
Missouri
+$8M
5
PM
Pembroke Management
Quebec, Canada
+$4.79M

Top Sellers

1
WU
Washington University
Missouri
-$23.5M
2
Morgan Stanley
Morgan Stanley
New York
-$16.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.44M
4
Millennium Management
Millennium Management
New York
-$5.05M
5
CSS
Cubist Systematic Strategies
Connecticut
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWMI
151
Guardian Wealth Management (Illinois)
Illinois
$25K – – –
MAM
152
Meeder Asset Management
Ohio
$23.8K +$22.7K +1,514 New
AB
153
Amalgamated Bank
New York
$21K – – –
ME
154
McIlrath & Eck
Washington
$19.5K -$13.8K -922 -43%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$18.9K -$1.05K -70 -6%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$16K +$6.99K +467 +83%
QL
157
Quarry LP
New York
$12.6K -$14.3K -957 -54%
Group One Trading
158
Group One Trading
Illinois
$7.91K -$407K -27,190 -98%
HIM
159
Hillsdale Investment Management
Ontario, Canada
$7.08K -$749 -50 -10%
AIM
160
Arcadia Investment Management
Michigan
$7.02K +$6.68K +446 New
QCG
161
Quadrant Capital Group
Ohio
$6.32K – – –
CT
162
Colonial Trust
South Carolina
$5.94K +$494 +33 +9%
MIM
163
Macroview Investment Management
Maryland
$5.25K -$135 -9 -3%
IAIM
164
International Assets Investment Management
Florida
$3.93K +$3.74K +250 New
MA
165
MCF Advisors
Kentucky
$3.43K +$3.26K +218 New
PS
166
Principal Securities
Iowa
$3.15K – – –
Comerica Bank
167
Comerica Bank
Texas
$2.94K +$2.8K +187 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$2.5K – – –
WFA
169
West Financial Advisors
Iowa
$1.57K – – –
A
170
AlphaQuest
New York
$1.04K +$988 +66 New
GI
171
GAMMA Investing
California
$519 +$494 +33 New
FFO
172
Fortitude Family Office
Arizona
$283 – – –
LC
173
Lindbrook Capital
California
$63 +$60 +4 New
IC
174
Innealta Capital
Texas
$31 +$30 +2 New
CSS
175
Cubist Systematic Strategies
Connecticut
– -$3.24M -203,525 Closed
5 6
7
8 9

UTI Hedge Fund Activity: Q2 2024 in Review

176 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q2 2024, worth a combined $716M — up 0.52% from $713M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UTI positions and 32 closed out — a net gain of 10 holders — while 50 added to existing stakes and 63 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $16.1M. The largest seller was Washington University, cutting an estimated $23.5M.

  • 176 institutional investors held Universal Technical Institute (UTI) as of Q2 2024, up from 166 in Q1 2024.
  • Funds reported $716M of Universal Technical Institute stock for Q2 2024, up 0.52% quarter-over-quarter.
  • 42 funds opened new Universal Technical Institute positions in Q2 2024 and 32 closed out, a net change of +10 holders.
  • The largest Universal Technical Institute buyer in Q2 2024 was Macquarie Group, an estimated $16.1M added.
  • The largest Universal Technical Institute seller in Q2 2024 was Washington University, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2024.